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Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
951	Eagle Global Advisors Houston, Texas	$344K	$0	1	0.01%	Maintained
952	HM Payson & Co Portland, Maine	$344K	$0	1	0.02%	Maintained
953	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$337K	$0	1	0.03%	Maintained
954	FWM Frontier Wealth Management Kansas City, Missouri	$334K	-$366K	1	0.05%	Reduced
955	AGC Angelo Gordon & Co New York	$332K	$0	1	0.02%	Maintained
956	Brown Advisory Baltimore, Maryland	$332K	-$170K	1	0%	Reduced
957	MI Markston International White Plains, New York	$328K	$0	1	0.02%	Maintained
958	PineBridge Investments New York	$324K	-$401K	3	0.01%	Reduced
959	GWI Grace & White Inc Ny, New York	$311K	$0	1	0.06%	Maintained
960	First National Trust Hermitage, Pennsylvania	$307K	+$291K	1	0.05%	New
961	OA Oxbow Advisors Austin, Texas	$307K	+$318K	1	0.04%	New
962	RHBC R.H. Bluestein & Co Birmingham, Michigan	$302K	$0	1	0.02%	Maintained
963	BEAM Baker Ellis Asset Management Vancouver, Washington	$297K	-$7.21K	2	0.1%	Reduced
964	MHS M Holdings Securities Portland, Oregon	$297K	$0	1	0.2%	Maintained
965	RFG Advisory Birmingham, Alabama	$296K	+$280K	1	0.13%	New
966	BIM Beach Investment Management West Conshohocken, Pennsylvania	$295K	+$297K	1	0.44%	New
967	FAB First American Bank Dundee, Illinois	$292K	$0	1	0.03%	Maintained
968	MC Menta Capital San Francisco, California	$289K	-$330K	1	0.05%	Reduced
969	CD Carl Domino West Palm Beach, Florida	$287K	$0	1	0.2%	Maintained
970	SM Salzhauer Michael	$286K	$0	1	0.22%	Maintained
971	BFC Blue Fin Capital Warren, Rhode Island	$283K	-$2.69K	1	0.2%	Reduced
972	ECM Everence Capital Management Goshen, Indiana	$280K	+$275K	1	0.09%	New
973	FSA Financial Sense Advisors San Diego, California	$280K	+$27.8K	1	0.13%	Increased
974	Wealthfront Palo Alto, California	$270K	+$21.1K	7	0.01%	Increased
975	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$267K	+$28.8K	5	0.23%	Increased